Oracle Primavera Cloud Integration in Unifier Shell

Company Administrators can use the Primavera Cloud Integration tab in the Unifier shell Details window to add or link a Unifier project to an Oracle Primavera Cloud project. When Unifier and Primavera Cloud are integrated, you can integrate cash flow data. When Unifier, Primavera Cloud, and Oracle Integration are integrated, you can use Oracle Integration recipes to update the System Activity Sheet or the Master Rate Sheet (or both) in Unifier with information from Primavera Cloud.

Note:

You can use a Gateway Integration or a Primavera Cloud Integration with Unifier; you cannot use both. While one integration remains active, the other is unavailable.

To add or link a project to a Primavera Cloud project in the shell Details window:

1. Go to the shell (Admin mode or User mode, if you have the required permissions) that contains the project that must be linked.
2. In the left Navigator, select Properties.
3. Select the Integration tab.
4. From the Add menu, and select Primavera Cloud Cash Flow or Primavera Cloud Schedule to select a Primavera Cloud project from the linked projects in Construction and Engineering Lobby.
   • If more than one Primavera Cloud project is available, the system will open a window (Select Project window) and display the list of all Primavera Cloud projects that are linked to the project.
   • If there is only one Primavera Cloud project is available, the system will automatically add the project to the Integration tab.
   • If you must change the Primavera Cloud project, or for any reason remove an existing Primavera Cloud project ID (coming from the linked projects from Lobby) and there is already data exchanged between the projects, you can delete the project from the list and proceed with adding a new Primavera Cloud project as a link.
5. When finished, select Save. To discard your changes, or to close the tab, select Cancel.

The Integration tab is only available in the Properties node in the left Navigator. It is not available in the Shell template or Shell creation window.

Note:

• Construction and Engineering Lobby lets you access your projects that are managed in both Unifier and Primavera Cloud. For more information, see the Construction and Engineering Lobby Help.
• After you sign into the Lobby, you can view all the projects/shells that you are a member of.

After the system authenticates and connects Unifier with Primavera Cloud, and the project service contains the project links defined between the Unifier project and the Unifier with Primavera Cloud project within the Lobby, the Company Administrator can add the Primavera Cloud project ID to the Integration tab with the integration type selected as the Primavera Cloud cash flow or schedule.

The following columns are shown in the Integration tab:

Note:

The contents of the columns are read-only.

Column Name	Contents
Project ID	Displays the source project ID (the Primavera Cloud Project Number).
Project Name	Displays the source project name (the Primavera Cloud Project Name).
Primavera Cloud Workspace	Displays the Primavera Cloud workspace name.
Integration Type	Displays the applicable integration, cash flow or integration.

Based on the Integration Type selected, the Project ID entered will initiate the project synchronization with the source application (Primavera Cloud) when the cash flow data is sent (pushed) or when the Get Data option is initiated for the System Activity Sheet or Master Rate Sheet.

If a selected Primavera Cloud project becomes inactive in the source application (Primavera Cloud), the row information will remain the same in the Integration tab, but when a data push or pull is initiated from anywhere, the system will display an error in the Integration History Details window.